Top Tech Jobs & Startup Jobs in San Francisco Bay Area, CA

The Tax Director leads tax planning strategies for high-net-worth clients, reviews tax returns, and partners with client development teams to enhance client relations. Requires extensive tax knowledge and client service experience.

The Tax Associate prepares income tax returns and projections for high-net-worth clients, responds to tax inquiries, and collaborates with tax staff.

Lead the Opportunity Engine product development, managing cross-functional teams to drive advisor growth and improve client experiences using data and AI.

The role involves migrating client data from various platforms to Salesforce and Envestnet, ensuring data integrity and accurate reporting.

The Senior Tax Manager leads client relationships, reviews tax returns, provides projections and analyses, and mentors tax staff in a supportive environment.

The RVP will build partnerships with endowments and foundations, drive sales, manage pipelines, and enhance client experiences through strong relationship management and strategic planning.

The Director of Client Development leads high-value client development efforts, orchestrating agile teams to provide tailored experiences for high-net-worth prospects, ensuring effective communication and management of deliverables.

The Director of Client Development will lead a team of Financial Planners, ensuring operational excellence, mentoring staff, and managing workflow efficiency while producing prospect financial plans.

The Director will develop and execute strategies for employee wealth and referral programs, focusing on marketing, education, and collaboration to meet growth targets.

The Talent Program Manager oversees talent programs, enhancing employee engagement and development, while collaborating with the People organization and managing large-scale projects.